See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,272 | $105,126-71.2% | $94,646-68.0% | $139,434-78.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 34.86% | 38.03%-3.2pp | 156.71%-121.8pp | 372.94%-338.1pp |
| Employer contribution / active EE | $2,765 | $4,106-32.7% | $3,672-24.7% | $4,751-41.8% |
| Participant deferral / active EE | $9,701 | $7,599+27.7% | $7,418+30.8% | $6,710+44.6% |
| Admin fee / account holder | $2,781 | $8,984-69.0% | $7,231-61.5% | $11,403-75.6% |